Tax Day for Individuals Extends to May 17

April 21st, 2021 by Legacy Wealth Planning

The U.S. Department of the Treasury is delaying the April 15th deadline to file and pay taxes until May 17, giving individuals and businesses another month to file and then pay the government what they owe.

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3 Key Components of Financial Literacy

April 21st, 2021 by Legacy Wealth Planning

By keeping these three components of financial literacy in mind, you’ll have the tools you need to navigate and improve your financial future.

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What’s in the $1.9 Trillion Stimulus Package?

March 30th, 2021 by Legacy Wealth Planning

The plan contains a range of measures such as a further direct round of payments to most Americans, amounting to more than $400 billion.

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The Return of Normal is Approaching

March 8th, 2021 by Legacy Wealth Planning

The US economy—though not back to normal yet—is poised to potentially recover all of its lost output from last year’s recession during the first half of this year.

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Spring Clean Your Finances

March 3rd, 2021 by Legacy Wealth Planning

As you tackle washing windows, cleaning carpets, and sorting out the garage, don’t forget to consider your finances. Check out these tips to successfully spring clean your finances.

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History of St. Patrick’s Day

March 3rd, 2021 by Legacy Wealth Planning

Wondering about the roots of these celebrations? Then, take a look at this brief history of Saint Patrick’s Day.

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Women, Wealth, and Legacy Planning

March 3rd, 2021 by Legacy Wealth Planning

Women play a central role in establishing and preserving family wealth – whether nurturing the values of children, fulfilling charitable goals, or making investment decisions that affect the financial security of themselves or their families.

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Retirement Planning – Options for Women Business Owners

March 3rd, 2021 by Legacy Wealth Planning

You’re an entrepreneur and you’re not looking back. You’ve opened your own business, whether alone or with other partners, and you’ve found some success. You’ve hired employees, or not, depending on your business and now you’re thinking about retirement, not just for you, but also for any employees you may have. Many employers find that […]

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Stay the Course

February 8th, 2021 by Legacy Wealth Planning

“In the short-term, the market is a popularity contest. In the long-term, the market is a weighing machine.” — Warren Buffett   2021 is underway, as our nation and the rest of the world look to begin to put the global pandemic behind us. The path forward for the US economy, as well as that […]

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Three Things You’ll Wish You’d Known Before Retirement

January 22nd, 2021 by Legacy Wealth Planning

Retirement is one of the biggest life transitions adults will ever deal with. But after a few years, what would retirees warn their younger selves about?

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